Courses — The Leverage Years
Courses · Built for Operators

Problem-first.
Deliverable-last.

Every course starts with a real business problem, works through the framework, and ends with a money-facing asset you can use immediately. No theory. No padding. No upsells.

Nine modules.
Nine deliverables.

01

Map Your Expertise Asset

Before you can monetize experience, you have to inventory it. This module builds the asset map most people never draw — and reveals where the highest-value leverage already sits.

02

Design the Income Architecture

Path A (consulting, advisory, fractional) vs. Path B (operators building internal leverage). Choose your model, price it correctly, and build the container before you build the content.

03

Build Your Signature Framework

Your methodology. Your IP. The thing clients pay for whether you're in the room or not. Claude builds the structure; you supply the judgment layer that makes it irreplaceable.

04

Create the Diagnostic Tool

The assessment or self-audit that converts prospects into clients by letting them discover the problem themselves. Built in thirty minutes using Claude and the vault template.

05

Write the Proposal That Closes

Proposal architecture for operators. Not boilerplate. The structure that frames your expertise correctly and removes price resistance before it forms.

06

Build the Deliverable System

The 25 vault templates cover every client-facing asset: reports, frameworks, decks, analyses, onboarding documents. Learn to customize, adapt, and deploy them at speed.

07

Automate the Administrative Layer

The twelve tasks every operator should remove from their week immediately. Templated Claude workflows for email, scheduling, follow-up, and reporting.

08

Build the Inbound Engine

The content and positioning system that makes the right clients find you. Built for operators who have never needed to market themselves before — and don't want to start now.

09

Scale the Engagement Model

When to stop trading time for money. How to productize the service without degrading the outcome. The operating model for the next decade — not the last one.

In Development

What comes next.

Small Business

Small Business Leverage System

A practical AI operating system for owner-operators. Manage the 12 functions of your business with Claude — from hiring and operations to finance and client communication.

Est. Q3 2026 · $495
Licensed Professionals

The Digital Associate for Consultants & Advisors

Practical Claude workflows for management consultants, independent advisors, and fractional executives. Turn discovery calls and advisory judgment into structured deliverables faster.

Interest List Open · $395
Licensed Professionals

The Digital Associate for Wealth Advisors

Claude workflows for wealth advisors, RIA representatives, CFP professionals, and private wealth associates. Better client prep, faster communication, cleaner CRM — with Marketing Rule 206(4)-1 compliance built in.

Interest List Open · $395